KFP
LM

KMG Fiduciary Partners’s Legg Mason, Inc. LM Stock Holding History

KMG Fiduciary Partners’s Portfolio LM Stock Details LM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-7,610
Closed -$208K – 121
2019
Q1 		$208K Buy
+7,610
New +$218K 0.08% 113

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

KMG Fiduciary Partners's LM Position: Q2 2019 in Review

KMG Fiduciary Partners sold out of Legg Mason, Inc. (LM) in Q2 2019, closing a stake of 7,610 shares — an estimated $208K sold.

KMG Fiduciary Partners first reported a position in LM in Q1 2019 and held it in 1 quarter. The position peaked at $208K in Q1 2019. 326 funds tracked by Wall St. Rank hold LM as of Q2 2019.

  • KMG Fiduciary Partners reported no remaining Legg Mason, Inc. position as of Q2 2019 after selling out during the quarter.
  • KMG Fiduciary Partners sold 7,610 Legg Mason, Inc. shares in Q2 2019, an estimated $208K.
  • KMG Fiduciary Partners first reported a position in Legg Mason, Inc. in Q1 2019 and held it in 1 quarter.
  • KMG Fiduciary Partners's Legg Mason, Inc. position peaked at $208K in Q1 2019.
  • 326 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2019.

Based on KMG Fiduciary Partners's 13F filing for Q2 2019, filed 26 Jul 2019.